BSBXTW401 Lead and facilitate a team :
| BSBXTW401 Lead and facilitate a team |
| student assessment tasks |
| Lead and facilitate a team |
First published 2020
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IT Works is a series of training and assessment resources developed for qualifications within the Information and Communications Technology Training Package.
CONTENTS
Assessment Task 1: Knowledge Questions. 5
Assessment Task 1: Checklist 9
Assessment Task 2: Project Portfolio. 10
Assessment Task 2: Checklist 16
The assessment tasks for BSBXTW401 Lead and facilitate a team are outlined in the assessment plan below. These tasks have been designed to help you demonstrate the skills and knowledge that you have learnt during your course.
Please ensure that you read the instructions provided with these tasks carefully. You should also follow the advice provided in the IT Works Student User Guide. The Student User Guide provides important information for you relating to completing assessment successfully.
Assessment for this unit
BSBXTW401 Lead and facilitate a team describes the performance outcomes, skills and knowledge required to effectively lead and facilitate a team in a workplace within any industry.
For you to be assessed as competent, you must successfully complete two assessment tasks:
· Assessment Task 1: Knowledge questions – You must answer all questions correctly.
· Assessment Task 2: Project – You must work through a range of activities and complete a project portfolio.
Assessment Task 1: Knowledge Questions
Knowledge questions are designed to help you demonstrate the knowledge which you have acquired during the learning phase of this unit. Ensure that you:
· review the advice to students regarding answering knowledge questions in the IT Works Student User Guide
· comply with the due date for assessment which your assessor will provide
· adhere with your RTO’s submission guidelines
· answer all questions completely and correctly
· submit work which is original and, where necessary, properly referenced
· submit a completed cover sheet with your work
· avoid sharing your answers with other students.
| i | Assessment information Information about how you should complete this assessment can be found in Appendix A of the IT Works Student User Guide.Refer to the appendix for information on: · where this task should be completed · the maximum time allowed for completing this assessment task · whether or not this task is open-book. Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix C of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that. |
Questions
Provide answers to all of the questions below:
- Complete the following table by specifying the purpose of each policy and procedure.
| Policy and procedure type | Purpose of policy and procedure |
| WHS | |
| Anti-discrimination | |
| Privacy |
- Complete the following table. Specify an Act that relates to each area.
| Area | Act that applies |
| WHS | |
| Workplace relations | |
| Anti-discrimination |
- Complete the following table regarding the purpose and content of a code of conduct.
| Purpose of a code of conduct | |
| Three examples of what a code of conduct can contain |
- Explain the impact of organisational reputation and culture on team work.
- Complete the following table and identify and describe two facilitation techniques that can be used to encourage team cohesion and effectiveness.
| Facilitation technique 1 | |
| Facilitation technique 2 |
- Complete the following table and identify and describe two mentoring and coaching techniques that can be used to support team members.
| Mentoring and coaching technique 1 | |
| Mentoring and coaching technique 2 |
- List three strategies that can be used for resolving conflict.
- List three strategies that can be used for negotiating.
- List three communication methods.
- List three communication styles.
- List three key principles of communication that must be adhered to when communicating with individuals from other cultures or those with special needs or disabilities.
- Explain how each of the following workplace contingencies can impact on a team and a strategy that could be followed to reduce the impact.
| Contingency | Impact | Strategy |
| Unplanned leave or absence of workers | ||
| Re-allocation of work tasks | ||
| Succession planning for important team roles |
- Explain how you would respond to each of the following teamwork challenges.
| Contingency plan | Strategy |
| Difficulties performing tasks | |
| Conflicts with clients or team members | |
| Potential risks or safety hazards | |
| Unethical or inappropriate behaviour. |
| Student’s name: | ||||
| Did the student provide a sufficient and clear answer that addresses the suggested answer for the following? | Completed successfully? | Comments | ||
| Yes | No | |||
| Question 1 | ||||
| Question 2 | ||||
| Question 3 | ||||
| Question 4 | ||||
| Question 5 | ||||
| Question 6 | ||||
| Question 7 | ||||
| Question 8 | ||||
| Question 9 | ||||
| Question 10 | ||||
| Question 11 | ||||
| Question 12 | ||||
| Question 13 | ||||
| Task outcome: | ¨ Satisfactory | ¨ Not satisfactory | ||
| Assessor signature: | ||||
| Assessor name: | ||||
| Date: | ||||
Assessment Task 2: Project Portfolio
Information for students
In this task, you are required to demonstrate your skills and knowledge by working through a number of activities and completing and submitting a project portfolio.
You will need access to:
· a suitable place to complete activities that replicates a business environment including a meeting space and computer and internet access
· your learning resources and other information for reference
· the Simulation Pack or your own business
· Project Portfolio template.
Ensure that you:
· review the advice to students regarding responding to written tasks in the IT Works Student User Guide
· comply with the due date for assessment which your assessor will provide
· adhere with your RTO’s submission guidelines
· answer all questions completely and correctly
· submit work which is original and, where necessary, properly referenced
· submit a completed cover sheet with your work
· avoid sharing your answers with other students.
| i | Assessment information |
| Information about how you should complete this assessment can be found in Appendix A of the IT Works Student User Guide.Refer to the appendix for information on: · where this task should be completed · how your assessment should be submitted. Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix B of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that. |
Activities
Complete the following activities:
1. Carefully read the following:
| This project requires you to demonstrate your skills and knowledge in effectively leading and facilitating a team. This project can be based on the case study business in the Simulation pack or you may like to base this on your own business, or a business you are currently working for or are familiar with. Speak to your assessor to get approval if you want to base this on your own business or one you work for. If you choose the case study business, you may select any of teams that form part of the organisation on which to base your project. If it is your own business, then you may choose any team that forms part of your workplace and in which you are involved. You will be collecting evidence for this unit in a Project Portfolio. The steps you need to take are outlined below. |
- Preparation
| Make sure you are familiar with the business you are basing this assessment on and have read through the necessary background information and policies and procedures. For the case study business, this is all of the documents included in the ICT simulation pack. If it’s your own business or a business where you are working or are familiar with, it’s important at this step that you have your business or case study approved by your assessor. Complete Page 4 of your Project Portfolio for this unit. Read through the requirements of Section 1, 2 and 3 of your Project Portfolio which include detailed guidance relevant to all the assessment activities. |
3. Planning team outcomes
| You are now to complete Section 1 of your Project Portfolio by completing the team performance plan based on your chosen team from the case study business or your team within your own business. | |
| Complete Section 1 of your Project Portfolio. Submit your Portfolio to your assessor. |
- Preparing for team coordination and support
| In the following activity, you will be required to communicate the team performance plan that you have developed to your team. If you are basing this on the case study, this will be a group of students that your assessor will organise. If this is your own workplace, this will be the members of your own team. You will have approximately 10 minutes to present your plan and discuss challenges with tasks allocated as outlined below. During the meeting you will also be required to provide coaching to your team on a topic of your choice in order to enhance workplace culture and to ensure common team goals are met. This is to be a short coaching session on a specific topic i.e. no more than 10 minutes. You will therefore need to prepare a presentation to use in the next activity about the team performance plan you have developed and the topic of your choice. You may prepare the presentation in any form you wish e.g. PowerPoint Presentation or handouts. Make sure that you choose a method of communication that will be appropriate for your team and assist them to understand their responsibilities. You will also be required to: · consider how you will facilitate open and respectful communication and collaboration between team members, taking into account the diverse backgrounds of those in your team. You will then be required to demonstrate techniques that you have identified as appropriate in the next activity. · Assist your team to identify, brainstorm, report and resolve issues and inefficiencies related to the tasks as identified in your team performance plan. You will therefore need to ensure you identify suitable techniques to achieve this, as well as your own problem solving skills to come up with solutions during the meeting. You will also need to manage conflict where there are disagreements about how to resolve an issue so be prepared as to how you will handle this. | |
| Complete Section 2 of your Project Portfolio. Submit your Portfolio to your assessor. |
- Roundtable discussion
| In a group round-table style discussion with your selected team, you will present your team performance plan and coaching session. Your assessor will be looking to see that you can: · use communication practices that are relevant to the team. · take into account others’ opinions · facilitate open and respectful communication and collaboration between team members, taking into account the diverse backgrounds of those in your team. · ask the team to identify issues/ inefficiencies related to the tasks as identified in your team performance plan and then brainstorm solutions. · use your own problem solving skills to come up with solutions to these task challenges. · manage conflict appropriately. · demonstrate effective communication skills including: o Speaking clearly and concisely o Using non-verbal communication to assist with understanding o Asking questions to identify required information o Responding to questions as required o Using active listening techniques to confirm understanding o build rapport with your team through use of effective communication skills. | |
| i | This can either be viewed in person by your assessor or you may like to video record the session for your assessor to watch later. Your assessor can provide you with more details at this step. Make sure you follow the instructions above and meet the timeframes allocated. |
| If you are using the case study business you are to complete this activity. If you are using your own business, you may collate feedback on your own team and individual performance. If this is not possible, you may also complete this same activity below, selecting one of the teams below. Assume it is six months later and feedback has been received on individual and team performance as follows: Overall team feedback Team Feedback IT Team The team has been effective overall, working to time and budget. It’s been a very busy time and some of the long term goals haven’t been achieved such as improving the help desk function. Because of the workload collaboration between teams hasn’t been as good as it could be. Sales Team Despite the global outlook, the sales team has been managing to increase sales albeit by less than expected. It’s been a tough time and there’s definitely been a lack of motivation at times. Because of the workload collaboration between teams hasn’t been as good as it could be. Operations Team The team’s just ticking along with its usual activities. Not a lot of progress has been made on long term objectives due to general workload. Because of the workload collaboration between teams hasn’t been as good as it could be. Individual team member feedback Team member: Sales Jade Somers Team management is overall excellent but sometimes lack of communication resulting in missed deadlines. Jay Santos Less engaged of late which is impacting on the team. Still achieving sales goals. Jane Stone Jane has been participating in sales training in her own time and the impact can be seen. Her contribution is definitely clear. Lagging behind on some key tasks. Individual team member feedback Team member: IT Hal Hyland Hal seems distracted and seems down on himself for a lack of creativity. He needs to be more confident. Helen Hunt Great team member. Motivates others. Brings a lot to the role through her studies. Hayley Hill Has been negative about the systems of late and the pace of change. It is frustrating that things aren’t moving quicker but it’s the way it is. Being positive despite frustration is important. Being willing to discuss solutions is also important. Individual team member feedback Team member: Operations Alicia de Souza Alicia is a really great member of the team. She’s organising systems to improve things. She’s a little unconfident. Alan Ibrahim Alan is a hard worker. He tends to keep himself to himself but always gets his work done and is pleasant to all staff. You now need to collate and report on the feedback provided to assess individual and team performance. Based on this feedback, you are also to identify specific learning and development opportunities that will improve team and individual performance and behaviours. You will also need to organise a specific event for your team. You will document all of this in an email to your team which you will draft within your Portfolio. Complete Section 3 of your Project Portfolio within the timelines specified by your assessor. |
- Submit your completed Project Portfolio
| Make sure you have completed all sections of your Project Portfolio, answered all questions, provided enough detail as indicated and proofread for spelling and grammar as necessary. Submit to your assessor for marking. |
| Student’s name: | |||||
| Did the student: | Completed successfully? | Comments | |||
| Yes | No | ||||
| Plan team outcomes by developing a team performance plan that includes: · Team objectives, responsibilities and outcomes · Individual outcomes, goals and behaviours, as well as tasks · Strategies to ensure team members are accountable for their roles and responsibilities · Contingency plans · Tasks allocated based on expertise or development potential · Opportunities for cross collaboration amongst external and internal teams and individuals? | |||||
| Coordinate and support teams and individuals within the team by: · Communicating the team performance plan and associated objectives to the team · Providing instructions about tasks to be completed. | |||||
| Facilitating open and respectful communication and collaboration between team members, taking into account diverse backgrounds? | |||||
| Provide coaching to staff to enhance workplace culture and to support individuals to work towards common team goals? | |||||
| Identify and use suitable communication practices when communicating with team members and facilitating activities? | |||||
| Build rapport with the team? | |||||
| Recognise the perspectives of team members and diversity of opinion? | |||||
| During the meeting, demonstrate effective communication skills including: · Speaking clearly and concisely · Using non-verbal communication to assist with understanding · Asking questions to identify required information · Responding to questions as required · Using active listening techniques to confirm understanding | |||||
| Facilitate the team to identify and report on issues/inefficiencies related to tasks allocated and to brainstorm solutions to these issues/inefficiencies? | |||||
| Use problem solving skills to deal with any the identified task challenges? | |||||
| Manage conflict in an appropriate manner? | |||||
| Monitor team performance by: · Measuring team member performance against agreed measures · Providing timely and constructive feedback to the team in writing · Identifying learning and development opportunities to improve team and individual performance and behaviours as per the issues identified? | |||||
| Implement action plans to address individual and team training needs? | |||||
| Task outcome: | ¨ Satisfactory | ¨ Not satisfactory | |||
| Assessor signature: | |||||
| Assessor name: | |||||
| Date: | |||||
| Student name: | |
| Assessor name: | |
| Date |
Final assessment results
| Task | Type | Result | ||
| Satisfactory | Unsatisfactory | Did not submit | ||
| Assessment Task 1 | Knowledge questions | S | U | DNS |
| Assessment Task 2 | Project Portfolio | S | U | DNS |
| Overall unit results | C | NYC | ||
¨ My performance in this unit has been discussed and explained to me.
¨ I would like to appeal this assessment decision.
Student signature: _________________________________________ Date: _________________
¨ I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures.
Assessor signature: _______________________________________ Date: ________________
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